Sanders Morris Harris Group Inc.
Plan context: Sanders Morris Harris Group Inc. 401(K) Plan
EIN 76-0583569 • Houston, TX • 31 filings • 11 plans
Current Snapshot
Latest Year
2015
2015 Participants
582
2015 Assets
$75,781,738
2015 Contributions
$10,356,271
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 2 | 582 | $75,781,738 | $10,356,271 | $17,794iApproximate average salary by contribution assumption: employee only about $444,857 at 4% or $296,571 at 6%; with 50% employer match about $296,571 at 4% or $197,714 at 6%; with 100% employer match about $222,429 at 4% or $148,286 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 492 | $75,781,738 | $10,356,271 | $21,049iApproximate average salary by contribution assumption: employee only about $526,233 at 4% or $350,822 at 6%; with 50% employer match about $350,822 at 4% or $233,881 at 6%; with 100% employer match about $263,117 at 4% or $175,411 at 6%. |
| The Edelman Financial Group Inc. | - | 582 | - | - | - |
| 2014 | 2 | 573 | $69,530,779 | $8,055,807 | $14,059iApproximate average salary by contribution assumption: employee only about $351,475 at 4% or $234,317 at 6%; with 50% employer match about $234,317 at 4% or $156,211 at 6%; with 100% employer match about $175,738 at 4% or $117,158 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 532 | $69,530,779 | $8,055,807 | $15,142iApproximate average salary by contribution assumption: employee only about $378,562 at 4% or $252,375 at 6%; with 50% employer match about $252,375 at 4% or $168,250 at 6%; with 100% employer match about $189,281 at 4% or $126,187 at 6%. |
| The Edelman Financial Group Inc. | - | 573 | - | - | - |
| 2013 | 2 | 488 | $59,571,543 | $7,434,521 | $15,235iApproximate average salary by contribution assumption: employee only about $380,867 at 4% or $253,911 at 6%; with 50% employer match about $253,911 at 4% or $169,274 at 6%; with 100% employer match about $190,433 at 4% or $126,956 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 488 | $59,571,543 | $7,434,521 | $15,235iApproximate average salary by contribution assumption: employee only about $380,867 at 4% or $253,911 at 6%; with 50% employer match about $253,911 at 4% or $169,274 at 6%; with 100% employer match about $190,433 at 4% or $126,956 at 6%. |
| The Edelman Financial Group Inc. | - | 458 | - | - | - |
| 2012 | 2 | 481 | $44,114,951 | $5,511,965 | $11,459iApproximate average salary by contribution assumption: employee only about $286,485 at 4% or $190,990 at 6%; with 50% employer match about $190,990 at 4% or $127,327 at 6%; with 100% employer match about $143,242 at 4% or $95,495 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 440 | $44,114,951 | $5,511,965 | $12,527iApproximate average salary by contribution assumption: employee only about $313,180 at 4% or $208,787 at 6%; with 50% employer match about $208,787 at 4% or $139,191 at 6%; with 100% employer match about $156,590 at 4% or $104,393 at 6%. |
| The Edelman Financial Group Inc. | - | 481 | - | - | - |
| 2011 | 2 | 501 | $36,869,131 | $2,857,185 | $5,703iApproximate average salary by contribution assumption: employee only about $142,574 at 4% or $95,049 at 6%; with 50% employer match about $95,049 at 4% or $63,366 at 6%; with 100% employer match about $71,287 at 4% or $47,525 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 501 | $36,869,131 | $2,857,185 | $5,703iApproximate average salary by contribution assumption: employee only about $142,574 at 4% or $95,049 at 6%; with 50% employer match about $95,049 at 4% or $63,366 at 6%; with 100% employer match about $71,287 at 4% or $47,525 at 6%. |
| The Edelman Financial Group Inc. | - | 490 | - | - | - |
| 2010 | 2 | 448 | $17,836,743 | $1,958,117 | $4,371iApproximate average salary by contribution assumption: employee only about $109,270 at 4% or $72,847 at 6%; with 50% employer match about $72,847 at 4% or $48,564 at 6%; with 100% employer match about $54,635 at 4% or $36,423 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 376 | $17,836,743 | $1,958,117 | $5,208iApproximate average salary by contribution assumption: employee only about $130,194 at 4% or $86,796 at 6%; with 50% employer match about $86,796 at 4% or $57,864 at 6%; with 100% employer match about $65,097 at 4% or $43,398 at 6%. |
| The Edelman Financial Group Inc. | - | 448 | - | - | - |
| 2009 | 2 | 533 | $19,073,087 | $2,496,145 | $4,683iApproximate average salary by contribution assumption: employee only about $117,080 at 4% or $78,053 at 6%; with 50% employer match about $78,053 at 4% or $52,036 at 6%; with 100% employer match about $58,540 at 4% or $39,027 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 447 | $19,073,087 | $2,496,145 | $5,584iApproximate average salary by contribution assumption: employee only about $139,605 at 4% or $93,070 at 6%; with 50% employer match about $93,070 at 4% or $62,047 at 6%; with 100% employer match about $69,803 at 4% or $46,535 at 6%. |
| The Edelman Financial Group Inc. | - | 533 | - | - | - |
| 2008 | 2 | 435 | $13,200,185 | $3,267,191 | $7,511iApproximate average salary by contribution assumption: employee only about $187,770 at 4% or $125,180 at 6%; with 50% employer match about $125,180 at 4% or $83,453 at 6%; with 100% employer match about $93,885 at 4% or $62,590 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 435 | $13,200,185 | $3,267,191 | $7,511iApproximate average salary by contribution assumption: employee only about $187,770 at 4% or $125,180 at 6%; with 50% employer match about $125,180 at 4% or $83,453 at 6%; with 100% employer match about $93,885 at 4% or $62,590 at 6%. |
| The Edelman Financial Group Inc. | - | 403 | - | - | - |
| 2007 | 2 | 478 | $19,714,185 | $3,605,708 | $7,543iApproximate average salary by contribution assumption: employee only about $188,583 at 4% or $125,722 at 6%; with 50% employer match about $125,722 at 4% or $83,815 at 6%; with 100% employer match about $94,292 at 4% or $62,861 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 478 | $19,714,185 | $3,605,708 | $7,543iApproximate average salary by contribution assumption: employee only about $188,583 at 4% or $125,722 at 6%; with 50% employer match about $125,722 at 4% or $83,815 at 6%; with 100% employer match about $94,292 at 4% or $62,861 at 6%. |
| The Edelman Financial Group Inc. | - | 459 | - | - | - |
| 2006 | 2 | 437 | $18,344,103 | $3,275,606 | $7,496iApproximate average salary by contribution assumption: employee only about $187,392 at 4% or $124,928 at 6%; with 50% employer match about $124,928 at 4% or $83,285 at 6%; with 100% employer match about $93,696 at 4% or $62,464 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 437 | $18,344,103 | $3,275,606 | $7,496iApproximate average salary by contribution assumption: employee only about $187,392 at 4% or $124,928 at 6%; with 50% employer match about $124,928 at 4% or $83,285 at 6%; with 100% employer match about $93,696 at 4% or $62,464 at 6%. |
| The Edelman Financial Group Inc. | - | 426 | - | - | - |
| 2005 | 2 | 413 | $14,519,586 | $2,400,031 | $5,811iApproximate average salary by contribution assumption: employee only about $145,280 at 4% or $96,854 at 6%; with 50% employer match about $96,854 at 4% or $64,569 at 6%; with 100% employer match about $72,640 at 4% or $48,427 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 372 | $14,519,586 | $2,400,031 | $6,452iApproximate average salary by contribution assumption: employee only about $161,292 at 4% or $107,528 at 6%; with 50% employer match about $107,528 at 4% or $71,686 at 6%; with 100% employer match about $80,646 at 4% or $53,764 at 6%. |
| The Edelman Financial Group Inc. | - | 413 | - | - | - |
| 2004 | 1 | 335 | $12,328,513 | $2,551,336 | $7,616iApproximate average salary by contribution assumption: employee only about $190,398 at 4% or $126,932 at 6%; with 50% employer match about $126,932 at 4% or $84,621 at 6%; with 100% employer match about $95,199 at 4% or $63,466 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 335 | $12,328,513 | $2,551,336 | $7,616iApproximate average salary by contribution assumption: employee only about $190,398 at 4% or $126,932 at 6%; with 50% employer match about $126,932 at 4% or $84,621 at 6%; with 100% employer match about $95,199 at 4% or $63,466 at 6%. |
| 2003 | 2 | 308 | $9,085,185 | $1,999,841 | $6,493iApproximate average salary by contribution assumption: employee only about $162,325 at 4% or $108,217 at 6%; with 50% employer match about $108,217 at 4% or $72,144 at 6%; with 100% employer match about $81,162 at 4% or $54,108 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 308 | $9,085,185 | $1,999,841 | $6,493iApproximate average salary by contribution assumption: employee only about $162,325 at 4% or $108,217 at 6%; with 50% employer match about $108,217 at 4% or $72,144 at 6%; with 100% employer match about $81,162 at 4% or $54,108 at 6%. |
| The Edelman Financial Group Inc. | - | 304 | - | - | - |
| 2002 | 2 | 271 | $6,009,913 | $2,736,561 | $10,098iApproximate average salary by contribution assumption: employee only about $252,450 at 4% or $168,300 at 6%; with 50% employer match about $168,300 at 4% or $112,200 at 6%; with 100% employer match about $126,225 at 4% or $84,150 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 271 | $6,009,913 | $1,401,847 | $5,173iApproximate average salary by contribution assumption: employee only about $129,322 at 4% or $86,214 at 6%; with 50% employer match about $86,214 at 4% or $57,476 at 6%; with 100% employer match about $64,661 at 4% or $43,107 at 6%. |
| The Edelman Financial Group Inc. | - | 266 | - | $1,334,714 | $5,018iApproximate average salary by contribution assumption: employee only about $125,443 at 4% or $83,629 at 6%; with 50% employer match about $83,629 at 4% or $55,752 at 6%; with 100% employer match about $62,722 at 4% or $41,814 at 6%. |
| 2001 | 2 | 246 | $5,649,854 | $1,033,593 | $4,202iApproximate average salary by contribution assumption: employee only about $105,040 at 4% or $70,027 at 6%; with 50% employer match about $70,027 at 4% or $46,684 at 6%; with 100% employer match about $52,520 at 4% or $35,013 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 229 | $5,649,854 | $1,033,593 | $4,514iApproximate average salary by contribution assumption: employee only about $112,838 at 4% or $75,225 at 6%; with 50% employer match about $75,225 at 4% or $50,150 at 6%; with 100% employer match about $56,419 at 4% or $37,613 at 6%. |
| The Edelman Financial Group Inc. | - | 246 | - | - | - |
| 2000 | 2 | 204 | $7,119,882 | $954,799 | $4,680iApproximate average salary by contribution assumption: employee only about $117,010 at 4% or $78,006 at 6%; with 50% employer match about $78,006 at 4% or $52,004 at 6%; with 100% employer match about $58,505 at 4% or $39,003 at 6%. |
| Sanders Morris Harris Group Inc. 401(K) Plan | - | 204 | $7,119,882 | $954,799 | $4,680iApproximate average salary by contribution assumption: employee only about $117,010 at 4% or $78,006 at 6%; with 50% employer match about $78,006 at 4% or $52,004 at 6%; with 100% employer match about $58,505 at 4% or $39,003 at 6%. |
| The Edelman Financial Group Inc. | - | 188 | - | - | - |